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Microsoft earnings disappoint on AI. Nvida drops 7% bubble popped?
451 sats \ 2 comments \ @BlokchainB 30 Jul 2024 mostly_harmless
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What GPU pricing can tell us about how the AI bubble will pop
612 sats \ 7 comments \ @zuspotirko 29 Oct 2025 econ
AI: Boon, Bane, or Bubble? "Maybe Pause the Whole Thing" (FT, Martin Wolf)www.ft.com/content/7cbc3986-be9f-4568-a3e5-fbd3b987f2e9
1221 sats \ 3 comments \ @denlillaapan 3 Jun AI econ
CoreWeave's Revenue More Than Doubles as AI Buildout Expansion Accelerateswww.cnbc.com/2025/11/10/coreweave-crwv-q3-earnings-report-2025.html
368 sats \ 2 comments \ @Cje95 10 Nov 2025 Stacker_Stocks
Meta, Google, and Microsoft Triple Down on AI Spendingwww.wired.com/story/microsoft-google-meta-2025-earnings/
334 sats \ 1 comment \ @0xbitcoiner 30 Oct 2025 Stacker_Stocks
The AI Bubble Is About to Pop Like 2000intelligenttools.co/blog/ai-bubble-super-bowl-2026
517 sats \ 20 comments \ @co574 13 Feb AI
Nvidia's record $57B revenue and quiets AI bubble talk - TechCrunch posttechcrunch.com/2025/11/19/nvidias-record-57b-revenue-and-upbeat-forecast-quiets-ai-bubble-talk/
244 sats \ 2 comments \ @Car 19 Nov 2025 Stacker_Stocks
Is the AI bubble about to pop? Sam Altman is prepared either way.arstechnica.com/information-technology/2025/08/sam-altman-calls-ai-a-bubble-while-seeking-500b-valuation-for-openai/
187 sats \ 3 comments \ @jakoyoh629 22 Aug 2025 AI
Is the Magnificent 7 bubble bursting?
276 sats \ 2 comments \ @GlobalMarketsInvestor 15 Mar Stacker_Stocks
The Other Bubble - Ed Zitronwww.wheresyoured.at/saaspocalypse-now/
584 sats \ 2 comments \ @kepford 1 Oct 2024 tech
Opinion: The AI bubble is looking worse than the dot-com bubble. (Market Watch)d.nostr.build/FCSWr8hJ2kUHMWEs.pdf
337 sats \ 7 comments \ @BlokchainB 23 Mar 2025 Stacker_Stocks
How Margin Math Triggered a Cross Asset Flush
336 sats \ 1 comment \ @Macro 30 Jan Stacker_Stocks
The mathematics of the market is starting to fail.
1015 sats \ 1 comment \ @economy 3 Nov 2025 Stacker_Stocks
Frowny Cloud - Arthur Hayessubstack.com/home/post/p-184510024
12.6k sats \ 9 comments \ @Scoresby 15 Jan bitcoin Stacker_Stocks
The AI rally has outlasted many historic bubbles
296 sats \ 1 comment \ @GlobalMarketsInvestor 7 Jan Stacker_Stocks
Driven by AI demand, Microsoft investing 751,683 BTC in data centerstheconstructionbroadsheet.com/driven-by-ai-demand-microsoft-investing-b-in-data-centers-p1942-174.htm
238 sats \ 1 comment \ @BlokchainB 24 Jan 2025 Construction_and_Engineering
NVIDIA : paradigm shift or bubble?
2032 sats \ 23 comments \ @BitcoinIsTheFuture 12 Feb 2024 econ
AI stocks are in a bubble. Why are so many investors refusing to believe it?www.marketwatch.com/story/ai-stocks-are-in-a-bubble-why-are-so-many-investors-refusing-to-believe-it-cf6e1624
176 sats \ 4 comments \ @BlokchainB 26 Aug 2025 Stacker_Stocks
How big is the stock market’s America bubble?www.ft.com/content/80d0ca38-7b15-4432-891d-d9b1d5b080ca
446 sats \ 2 comments \ @Coinsreporter 3 Mar 2025 Stacker_Stocks
Dot-Com Peak Turning 25 (WSJ; Rolfe Winkler)www.wsj.com/tech/ai/what-the-dot-com-bust-can-tell-us-about-todays-ai-boom-c78482e7
817 sats \ 2 comments \ @denlillaapan 10 Mar 2025 econ
AI Stock meltdown? [megathread]
1835 sats \ 6 comments \ @chungkingexpress 7 Jun AI bitcoin Stacker_Stocks econ
Microsoft’s $357 Billion Rout Is Worst Since Deepseek Hit Nvidiafinance.yahoo.com/news/microsoft-357-billion-rout-worst-212236721.html
239 sats \ 1 comment \ @ch0k1 30 Jan Stacker_Stocks